← All themes

Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	IP Interval Partners New York	$48.1M	-$9.08M	3	1.91%	Reduced
452	Snyder Capital Management San Francisco, California	$48.1M	-$102K	1	1.03%	Reduced
453	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$47.7M	-$4.81M	3	1.58%	Reduced
454	Westfield Capital Management Boston, Massachusetts	$47.5M	-$80.7M	3	0.34%	Reduced
455	TAM Third Avenue Management New York	$47.5M	-$312K	4	8.11%	Reduced
456	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$47.4M	-$149K	1	6.56%	Reduced
457	Cetera Advisor Networks El Segundo, California	$47.1M	+$1.72M	19	0.35%	Increased
458	ING Group Amsterdam, Netherlands	$46.7M	+$5.89M	7	0.45%	Increased
459	TCM Tributary Capital Management Omaha, Nebraska	$46.6M	+$1.36M	2	4.32%	Increased
460	Vident Investment Advisory Alpharetta, Georgia	$46.4M	+$2.94M	26	1.51%	Increased
461	ECP Electron Capital Partners New York	$46.2M	-$48.6M	2	2%	Reduced
462	Jacobs Levy Equity Management Florham Park, New Jersey	$46.1M	-$30.8M	7	0.28%	Reduced
463	SLF Sun Life Financial Toronto, Ontario, Canada	$46M	$0	1	3.26%	Maintained
464	William Blair Investment Management Chicago, Illinois	$45.8M	-$409K	2	0.16%	Reduced
465	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$45.8M	+$30.5M	5	0.63%	Increased
466	VCM V3 Capital Management Dallas, Texas	$45.7M	+$9.25M	1	13.2%	Increased
467	Badgley Phelps Wealth Managers Seattle, Washington	$45.7M	+$480K	2	1.68%	Increased
468	NIG NFJ Investment Group Dallas, Texas	$45.6M	-$18M	6	1.22%	Reduced
469	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$45.4M	+$9.58M	2	1.75%	Increased
470	Gulf International Bank (UK) London, United Kingdom	$45.4M	-$11.4M	8	0.95%	Reduced
471	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$45.2M	-$1.29M	7	0.23%	Reduced
472	AC Avenir Corporation Alexandria, Virginia	$45.1M	-$625K	3	4.27%	Reduced
473	MN Services Vermogensbeheer The Hague, Netherlands	$45M	+$1.89M	2	0.46%	Increased
474	Cooperman Leon G	$44.6M	+$2.79M	1	2.69%	Increased
475	Hantz Financial Services Southfield, Michigan	$44.4M	+$5.77M	9	1.21%	Increased